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Hybrid annuities with LTC riders draw interest

By Editorial Staff
June 7, 2010

Before the Community Living Assistance Services and Supports Act folded into landmark health care reform legislation raised public consciousness of long-term care insurance, LTC got a shot in the arm with provisions of the Pension Protection Act (PPA) that took effect this year.

So-called combo long-term care products, which blend LTC with annuities and life insurance, could be popularized under changes to the PPA because of clearer pricing. Carl Friedrich, a consulting actuary and principal for Milliman, also has noted that the LTC portion of a combo plan often costs 35% to 50% of standalone coverage.

Now comes a report in Bank Investment Consultant, a sister publication to Voluntary.com InBrief, suggesting that hybrid annuities that include LTC riders are expected to be a hot product on brokerage platforms when product providers ramp up their offerings.

Scott Stathis, Kehrer-LIMRA’s chief operating officer and managing director, offered this assessment at the latest Annuity Product Management Roundtable in Chapel Hill, N.C., featuring 15 large and community banks. In a Kehrer-LIMRA poll at the event, 57% of the bankers thought hybrid annuities with an LTC component would likely be the most palatable of seven annuity types.

In a related development, Sun Life Financial Inc. expects to launch an LTC-life insurance combo product called Sun Care in the fourth quarter and a second hybrid still reportedly on the drawing board that would combine an annuity with LTC features. Lincoln National Life Insurance Co. already offers an LTC-life insurance combo in its MoneyGuard Reserve offering.

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